VTV icon

Vanguard Value ETF
VTV

Overview Fund Activity

1,816 hedge funds and large institutions have $67.6B invested in Vanguard Value ETF in 2023 Q2 according to their latest regulatory filings, with 129 funds opening new positions, 732 increasing their positions, 719 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,816
Holders Change
+29
Holders Change %
+1.62%
% of All Funds
28.64%
Holding in Top 10
354
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-1.67%
% of All Funds
5.58%
New
129
Increased
732
Reduced
719
Closed
77
Calls
$111M
Puts
$12.6M
Net Calls
+$98.1M
Net Calls Change
+$41.2M

Top Buyers

1
EWA
EP Wealth Advisors
California
+$302M
2
PLFA
Pacific Life Fund Advisors
California
+$294M
3
PCIG
Partners Capital Investment Group
Massachusetts
+$179M
4
BCIM
Bishop & Co Investment Management
Pennsylvania
+$136M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$123M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$2.7B
2
Morgan Stanley
Morgan Stanley
New York
-$195M
3
CM
Churchill Management
California
-$186M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$145M
5
Natixis Advisors
Natixis Advisors
Massachusetts
-$114M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAIM
451
Financial Advocates Investment Management
Washington
$7.95M +$157K +1,103 +2%
RWRC
452
R.W. Roge & Company
New York
$7.92M +$3.18M +22,354 +67%
YWS
453
Yarger Wealth Strategies
Ohio
$7.89M -$163K -1,148 -2%
PWAC
454
Private Wealth Advisors (California)
California
$7.86M -$297K -2,088 -4%
PIAS
455
PCA Investment Advisory Services
Ohio
$7.84M -$47K -331 -0.6%
APP
456
Avantax Planning Partners
Iowa
$7.8M -$1.67M -11,722 -18%
EFG
457
Everhart Financial Group
Ohio
$7.79M +$290K +2,095 +4%
STA
458
Summit Trail Advisors
New York
$7.79M -$8.64M -60,778 -53%
RA
459
Riversedge Advisors
Delaware
$7.78M -$160K -1,125 -2%
VWA
460
V Wealth Advisors
Kansas
$7.73M +$509K +3,582 +7%
CFGS
461
Concourse Financial Group Securities
Alabama
$7.69M -$645K -4,538 -8%
CB
462
Commerce Bank
Missouri
$7.69M +$279K +1,960 +4%
SFP
463
Sandbox Financial Partners
Maryland
$7.63M +$514K +3,617 +7%
BAM
464
Beaumont Asset Management
Texas
$7.61M -$1.02M -7,196 -12%
BCG
465
Breakwater Capital Group
New Jersey
$7.59M +$1.6M +11,258 +27%
RSWM
466
Robertson Stephens Wealth Management
California
$7.56M -$5.73M -40,291 -43%
FHA
467
First Horizon Advisors
Tennessee
$7.52M +$162K +1,140 +2%
LFS
468
Lutz Financial Services
Nebraska
$7.51M +$411K +2,890 +6%
Prudential Financial
469
Prudential Financial
New Jersey
$7.5M -$3.33M -23,405 -31%
PA
470
Planning Alternatives
Michigan
$7.45M -$134K -941 -2%
SWA
471
Safir Wealth Advisors
New Hampshire
$7.43M -$79.6K -560 -1%
Nomura Asset Management
472
Nomura Asset Management
Japan
$7.42M -$3.21M -22,600 -30%
EFS
473
Essex Financial Services
Connecticut
$7.41M -$197K -1,387 -3%
WTA
474
Washington Trust Advisors
Massachusetts
$7.4M -$140K -986 -2%
SCA
475
Snowden Capital Advisors
New York
$7.38M +$2.11M +14,876 +40%
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